Oracle: A Cloud and a Prayer

The thing is, Oracle has been…well, let’s just say it hasn’t exactly been setting the world on fire. Six months ago, the stock was down nearly fifty percent. Fifty percent! That’s the kind of drop that makes you check your portfolio while bracing for impact. The concerns were familiar: a reliance on OpenAI (which always feels like outsourcing your thinking), and a frankly alarming amount of debt being accrued to build these…data centers. Massive, humming boxes of servers. It sounded less like innovation and more like an elaborate science fiction plot. But this last report? It threw a bit of a wrench in the narrative.







